JEPSON ALUMNI CENTER: Registration/Networking from 3:30 pm followed by presentations from 4:00 pm - 6:00 pm
REGISTER
Register by Monday April 27th
4:00 PM
Topic: The Family Dynamics of Intergenerational Wealth Transfer
Speaker: Emily Barczak
Insights leader on the U.S. Intermediaries Advisor Engagement team
TR Price
1 CFP CE Credit Pending Approval
5:00 PM
Topic: Modern Solutions for Municipal Investing
Speaker: Daryl Clements
Municipal Bond Portfolio Manager,
AllianceBernstein
1 CFP CE Credit Pending Approval